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Longboard Asset Management’s Xcel Energy XEL Stock Holding History

Longboard Asset Management’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231K Hold
2,872
– – 3.87% 8
2026
Q1 		$228K Hold
2,872
– – 3.94% 11
2025
Q4 		$212K Hold
2,872
– – 1.35% 47
2025
Q3 		$232K Buy
+2,872
New +$208K 0.37% 120
2025
Q2 		– Sell
-2,872
Closed -$203K – 226
2025
Q1 		$203K Buy
+2,872
New +$196K 0.6% 130

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Longboard Asset Management's XEL Position: Q2 2026 in Review

Longboard Asset Management held its Xcel Energy (XEL) position steady in Q2 2026 at 2,872 shares worth $231K. The position accounts for 3.87% of the portfolio, ranked #8.

Longboard Asset Management first reported a position in XEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $232K in Q3 2025. 494 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Longboard Asset Management held 2,872 shares of Xcel Energy worth $231K as of Q2 2026.
  • Longboard Asset Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 3.87% of Longboard Asset Management's portfolio in Q2 2026, its #8 holding.
  • Longboard Asset Management first reported a position in Xcel Energy in Q1 2025 and has held it in 5 quarters since.
  • Longboard Asset Management's Xcel Energy position peaked at $232K in Q3 2025.
  • 494 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Longboard Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.